YSM Training Reference Guide

The purpose of this guide is to help supervisors identify, locate, and track relevant training opportunities and resources applicable to several finance and post-award research administration positions, including: Financial Assistant, Portfolio Associate, Portfolio & Grant Analyst, Accountant, Portfolio Grant Manager, and Post Award Research Manager.

Guide instructions, contact & download full spreadsheet

Key

Group
Group 1: Prioritized for foundational training

Group 2: Prioritized as needed training
Mandatory?
M: Mandatory

R: Recommended

O: Optional
Prerequisites
*=SPA Training is a prerequisite

**= Allocating Allowable Costs and SPA Training are prerequisites
Contact Us
Reach out with questions, to report any issues, and/or provide suggestions for updates: lauren.campbell@yale.edu

Type FINANCE GRANT & CONT. ADMIN. WORKDAY	Group 1 2	Source TMS Procedure YSM Finance & Administration IYY/Work at Yale Yale Links Policy GSF.yale.edu IYY/Research Support Workday Financials Workday Learning	Category / Role Requirements Standards of Business Conduct Segregation of Duties Chart of Accounts Types of Account (Sponsored, Gifts, YD) Onboarding & Training Program Payroll Financial Management: Tax Resources (Exemptions) General Counsel Procurement: Resources Treasury Services Learn and Grow/Online Learning Courses/Training: Financial Training Equipment: MEI Equipment: Securing Assets YSM Finance Finance: Reporting Yale Budgeting Tool (YBT) ITS Services Sponsored Identity Graduate Student Funding Administration of Student Employment Purchase Contracts (FKA Professional Services Agreement) Assets and Liabilities / General Ledger University Purchasing Card (Pcard) Facilities TR&S - Transport, Receiving & Storage Manager Toolkit/Recruiting and hiring steps Financial Management: Accounting Travel Management: Egencia Booking Tool Sponsored Projects Training OSP/Financial Management: Allocability of Costs YSM Financial Operations - BOOST OSP/Contract Negotiations OSP/Proposals YCCI/Clinical Trials Cost Center Financial Analyst Cost Center P2P Inquiry Cost Center Payroll Details Award Analyst Workday Learner Workday Manager Cost Center Accounting Adjustment Specialist Cost Center AP Specialist Cost Center Budget Specialist Cost Center Business Asset Tracking Specialist Cost Center Cash Sale Specialist Cost Center Finance & Accounting Specialist Cost Center Manager Cost Center P2P 1K Approver Cost Center P2P 10K Approver Cost Center P2P Unlimited Approver Cost Center P2P PO Specialist Cost Center P2P Invoice Specialist Cost Center Payroll Accounting Adjustment Specialist Cost Center Payroll Costing Specialist Cost Center Requisitioner Effort Certification Reviewer Effort Certification Analyst Grant Budget Specialist Grant Manager	Module / Resource	Financial Assistant M R O N/A	Portfolio Associate M R O	Portfolio Analyst+ M R O	Addl Resources
FINANCE	1	TMS	Requirements	TMS Self-Assessment including the initial/ongoing required trainings	M	M	M
FINANCE	1	TMS	Standards of Business Conduct	Finance Internal Controls - Foundational Training	M	M	M	Policy 1101 Guiding Principles for University Operations
FINANCE	1	TMS	Standards of Business Conduct	Yale University's Standards of Business Conduct	M	M	M	University Hotline
FINANCE	1	TMS	Standards of Business Conduct	Yale University's Standards of Business Conduct	M	M	M	2201 Gifts from External Parties to Employees
FINANCE	1	TMS	Standards of Business Conduct	Finance Internal Controls Approval Authority Training	M	M	M	1101 PR.06 Approval Authority
FINANCE	1	TMS	Standards of Business Conduct	University Auditing: Fraud Awareness & Prevention	R	R	R	Yale University Hotline
FINANCE	1	Procedure	Segregation of Duties	Approval Authority	R	R	R	Policy 1104 University Signature Authority
FINANCE	1	TMS	Chart of Accounts	Introduction to Chart of Accounts	R	R	R	Chart of Accounts (COA)
FINANCE	1	TMS	Chart of Accounts	Introduction to Chart of Accounts	R	R	R	Chart of Accounts (COA) Overview Video
FINANCE	1	TMS	Chart of Accounts	Introduction to Chart of Accounts	R	R	R	YSM COA Guidance
FINANCE	1	Procedure	Types of Account (Sponsored, Gifts, YD)	Distinguishing Between Gifts and Sponsored Awards	R	R	R	2200 Gifts to the University
FINANCE	1	YSM Finance & Administration	Onboarding & Training Program	3-Day YSM Staff Onboarding & Training Program (Contact: Lauren Campbell)	R	R	R	BOOST Training Modules: Training Opportunities Calendar at MYYSM
FINANCE	1	IYY/Work at Yale	Payroll	Payroll Toolbox	O	R	R	3501 Payroll
FINANCE	1	IYY/Work at Yale	Payroll	Payroll Toolbox	O	R	R	Payroll Costing
FINANCE	1	IYY/Work at Yale	Payroll	Payroll Toolbox	O	R	R	CONTROLLER'S OFFICE FACTSHEET
FINANCE	1	IYY/Work at Yale	Financial Management: Tax Resources (Exemptions)	Sales and Use Tax	R	R	R	Tax Compliance and Planning
FINANCE	1	Yale Links	General Counsel	SIGNATURE TOOL (SIGNATURE AUTHORITY)	R	R	R	1104 University Signature Authority
FINANCE	1	Yale Links	Procurement: Resources	Procurement Toolkit	R	R	R	3201 Purchasing, General
FINANCE	1	Yale Links	Procurement: Resources	Procurement Toolkit	R	R	R	3401 General Payment
FINANCE	1	Yale Links	Procurement: Resources	Procurement Toolkit	R	R	R	Accounts Payable
FINANCE	1	Yale Links	Procurement: Resources	Procurement Toolkit	R	R	R	Yale Buying Guide
FINANCE	1	Yale Links	Procurement: Resources	Procurement Toolkit	R	R	R	Procure to Pay University Wide Documents
FINANCE	1	Yale Links	Procurement: Resources	Purchasing Intake Portal	R	R	R
FINANCE	1	Yale Links	Treasury Services	Treasury Services	O	R	R	Reporting Cash Transactions
FINANCE	1	IYY/Work at Yale	Learn and Grow/Online Learning Courses/Training: Financial Training	Financial Review and Reporting Standards	R	R	R	Financial Review Checklist
FINANCE	1	IYY/Work at Yale	Learn and Grow/Online Learning Courses/Training: Financial Training	Financial Review and Reporting Standards	R	R	R	Monthly Financial Review Checklist Dashboard
FINANCE	1	IYY/Work at Yale	Learn and Grow/Online Learning Courses/Training: Financial Training	Financial Review and Reporting Standards	R	R	R	Dashboard - Monthly Financial Review checklist
FINANCE	1	IYY/Work at Yale	Learn and Grow/Online Learning Courses/Training: Financial Training	Financial Review and Reporting Standards	R	R	R	Monthly Financial Review Checklist Dashboard training guide
FINANCE	1	IYY/Work at Yale	Learn and Grow/Online Learning Courses/Training: Financial Training	Financial Review and Reporting Standards	R	R	R	Financial Review Checklist (video)
FINANCE	1	Procedure	Equipment: MEI	Moveable Equipment Accessories and Composite Assets	O	R	R	Fabricated Moveable Equipment
FINANCE	1	Procedure	Equipment: MEI	Moveable Equipment Accessories and Composite Assets	O	R	R	Capital Equipment Under Departing Principal Investigator (PI) Jurisdiction
FINANCE	1	Policy	Equipment: Securing Assets	4209 Equipment	O	R	R	Transfer, Sale, or Release of Equipment to Other Institutions or Third Parties
FINANCE	1	Yale Links	YSM Finance	YSM Finance & Administration: Policies & Procedures	R	R	R
FINANCE	1	TMS	Finance: Reporting	Finance Power BI Report Server: Interactive Reports	O	R	R	Reporting Interactive Reports
FINANCE	1	TMS	Finance: Reporting	Finance Power BI Report Server: Interactive Reports	O	R	R	Power BI Report Server & Interactive Report Training Video
FINANCE	1	TMS	Finance: Reporting	Finance Power BI Desktop: Essentials	O	R	R	Power BI Desktop VILT
FINANCE	2	Yale Links	Yale Budgeting Tool (YBT)	Yale Budgeting Tool (YBT) / Make It So	O	R	R	YBT User Manual
FINANCE	2	Yale Links	ITS Services	ITS Services	O	R	R	ITS/Telecom Website
FINANCE	2	Yale Links	ITS Services	ITS Services	O	R	R	1602 Protecting the Security and Conﬁdentiality of Social Security Numbers
FINANCE	2	Yale Links	ITS Services	ITS Services	O	R	R	Rates & Charges - IT at Yale (service-now.com)/IT Financial Services/IT Billing to access Pinnacle ITS Billing reports
FINANCE	2	Procedure	Sponsored Identity	Sponsored Identity Access	O	O	O	Quick Guide
FINANCE	2	GSF.yale.edu	Graduate Student Funding	Managing Graduate Student Funding (FKA GSPS-Graduate Student Payment System)	O	O	O	Graduate Student Funding Resources
FINANCE	2	Procedure	Administration of Student Employment	Student Employment	O	O	O	Student Employment E-Timesheets
FINANCE	2	Procedure	Purchase Contracts (FKA Professional Services Agreement)	Services Contracts Process (FKA Professional Services and Consulting Process)	R	R	R	3210 Purchase Contracts (FKA Professional Services and Consulting)
FINANCE	2	Procedure	Assets and Liabilities / General Ledger	Balance Sheet Ledger Account Reconciliation & Certification	R	R	R	Accounting Manual
FINANCE	2	TMS	University Purchasing Card (Pcard)	Purchasing Card (PCard) Training	O	R	R	Purchasing Card
FINANCE	2	TMS	University Purchasing Card (Pcard)	Purchasing Card (PCard) Training	O	R	R	3302 Business Meals, Entertainment, and Other Social Events
FINANCE	2	IYY/Work at Yale	Learn and Grow/Online Learning Courses/Training: Financial Training	University Service Provider Resources	R	R	R	1410 University Service Providers
FINANCE	2	IYY/Work at Yale	Learn and Grow/Online Learning Courses/Training: Financial Training	University Service Provider Resources	R	R	R	Rate Calculation Worksheet
FINANCE	2	IYY/Work at Yale	Learn and Grow/Online Learning Courses/Training: Financial Training	University Service Provider Resources	R	R	R	Registration Form
FINANCE	2	Yale Links	General Counsel	Office of General Counsel	O	R	R	Signature Tool
FINANCE	2	Yale Links	Facilities	Office of Facilities	O	O	O
FINANCE	2	Yale Links	TR&S - Transport, Receiving & Storage	Transport, Receiving & Storage (TR&S)	O	O	O
FINANCE	2	IYY/Work at Yale	Manager Toolkit/Recruiting and hiring steps	Recruiting and Hiring	O	R	R	STARS Hiring Manager Portal
FINANCE	2	IYY/Work at Yale	Manager Toolkit/Recruiting and hiring steps	Recruiting and Hiring	O	R	R	Onboarding a New Employee Checklist
FINANCE	2	IYY/Work at Yale	Manager Toolkit/Recruiting and hiring steps	Recruiting and Hiring	O	R	R	Hire Faculty Process
FINANCE	2	IYY/Work at Yale	Manager Toolkit/Recruiting and hiring steps	Recruiting and Hiring	O	R	R	3510 Faculty & Staff Relocation Expenses
FINANCE	2	IYY/Work at Yale	Manager Toolkit/Recruiting and hiring steps	Recruiting and Hiring	O	R	R	Relocation & Logistics
FINANCE	2	IYY/Work at Yale	Financial Management: Accounting	Accounting Manual	R	R	R
FINANCE	2	Yale Links	Travel Management: Egencia Booking Tool	Egencia	R	R	R	3301 Travel on University Business
FINANCE	2	Yale Links	Travel Management: Egencia Booking Tool	Egencia	R	R	R	Yale Travel Management
FINANCE	2	Yale Links	Travel Management: Egencia Booking Tool	Egencia	R	R	R	Fly America Act & Open Skies Agreement
FINANCE	2	IYY/Work at Yale	Learn and Grow/Online Learning Courses/Training: Financial Training	Express Shipping (eShipGlobal)	R	R	R	Shipping & Export Controls General Awareness
FINANCE	2	TMS	Standards of Business Conduct	REFRESHER COURSE Finance Internal Controls - Foundational Training	R	R	R	Note: All navigation is open, and you may move freely through the lessons without first completing any activities. There is no quiz at the end and your completion of the course will not be captured in TMS.
FINANCE	2	TMS	Standards of Business Conduct	REFRESHER COURSE Finance Internal Controls Approval Authority Training - Web	R	R	R	Note: All navigation is open, and you may move freely through the lessons without first completing any activities. There is no quiz at the end and your completion of the course will not be captured in TMS.
FINANCE	2	TMS	Finance: Reporting	REFRESHER COURSE Finance Power BI Report Server: Interactive Reports	O	R	R	Note: All navigation is open, and you may move freely through the lessons without first completing any activities. There is no quiz at the end and your completion of the course will not be captured in TMS.
FINANCE	2	TMS	Finance: Reporting	REFRESHER COURSE Finance Power BI Desktop: Essentials	O	R	R	Note: All navigation is open, and you may move freely through the lessons without first completing any activities. There is no quiz at the end and your completion of the course will not be captured in TMS.
GRANT & CONT. ADMIN.	1	TMS	Sponsored Projects Training	Introduction to Sponsored Projects Administration - Zoom	R	M	M	Office of Sponsored Projects
GRANT & CONT. ADMIN.	1	TMS	Sponsored Projects Training	Introduction to Sponsored Projects Administration - Zoom	R	M	M	Award Management
GRANT & CONT. ADMIN.	1	TMS	Sponsored Projects Training	Introduction to Sponsored Projects Administration - Zoom	R	M	M	OSP Brown Bag for Research Administrators
GRANT & CONT. ADMIN.	1	TMS	Sponsored Projects Training	Proposal Development (PD) Training *	O	O	R	Institutional Information
GRANT & CONT. ADMIN.	1	TMS	Sponsored Projects Training	Proposal Development (PD) Training *	O	O	R	Proposal Development in IRES
GRANT & CONT. ADMIN.	1	TMS	Sponsored Projects Training	Proposal Tracking (PT) Overview - Online	R	R	R	Proposal Tracking (PT) Quick Guide: Find Award Setup Status
GRANT & CONT. ADMIN.	1	TMS	Sponsored Projects Training	Clinical Trials: Create a Clinical Trial Record in PD	O	O	O	IRES- User Guide Clinical Trials
GRANT & CONT. ADMIN.	2	TMS	Sponsored Projects Training	Allocating Allowable Costs - Online *	R	R	R	Allocability of Costs
GRANT & CONT. ADMIN.	2	Yale Links	OSP/Financial Management: Allocability of Costs	Allocation Principles and Methodologies	R	R	R	1304 FR.09 Cost Allocation Methodology
GRANT & CONT. ADMIN.	2	TMS	YSM Financial Operations - BOOST	Cost Allocation Methodology **	R	R	R	Same as Allocation principles and Methodologies
GRANT & CONT. ADMIN.	2	TMS	Sponsored Projects Training	Clinical Trial Budgeting	O	O	O
GRANT & CONT. ADMIN.	2	IYY/Research Support	OSP/Contract Negotiations	Contracts at Yale	O	R	R	OSP Portfolio Contacts Departments
GRANT & CONT. ADMIN.	2	IYY/Research Support	OSP/Contract Negotiations	Contracts at Yale	O	R	R	Clinical Agreements
GRANT & CONT. ADMIN.	2	IYY/Research Support	OSP/Contract Negotiations	Contracts at Yale	O	R	R	Institutional Information
GRANT & CONT. ADMIN.	2	TMS	Sponsored Projects Training	Direct Charging of F&A Type Costs on Sponsored Awards - Online	R	R	R	Policy 1405 Charging of Facilities and Administrative Type Expenses to Non-Federal Sponsored Projects
GRANT & CONT. ADMIN.	2	TMS	Sponsored Projects Training	Export Compliance - CITI Program Courses	O	R	R
GRANT & CONT. ADMIN.	2	TMS	Sponsored Projects Training	Financial Reporting and Closeout *	R	R	R	Policy 1301 Sponsored Projects Financial Reporting and Financial Closeout
GRANT & CONT. ADMIN.	2	TMS	Sponsored Projects Training	Financial Reporting and Closeout *	R	R	R	Financial Reporting
GRANT & CONT. ADMIN.	2	TMS	Sponsored Projects Training	Proposal Development (PD) for NIH RPPRs	O	R	R	Research Performance Progress Report (RPPR) \| It's Your Yale
GRANT & CONT. ADMIN.	2	TMS	Sponsored Projects Training	Fly America Act & Open Skies Agreement	R	R	R
GRANT & CONT. ADMIN.	2	TMS	YSM Financial Operations - BOOST	Account Holder Report Overview	R	R	R	Account Holder Report by Person
GRANT & CONT. ADMIN.	2	TMS	Sponsored Projects Training	NIH K Award Fundamentals *	O	R	R
GRANT & CONT. ADMIN.	2	IYY/Research Support	OSP/Proposals	Yale's NIH Institutional Training Grant Resources	O	R	R
GRANT & CONT. ADMIN.	2	TMS	Sponsored Projects Training	Research Compliance Principles for Administrators *	O	R	R
GRANT & CONT. ADMIN.	2	TMS	Sponsored Projects Training	Subrecipient Basics and Monitoring - Online *	R	R	R	Subaward Monitoring and Management
GRANT & CONT. ADMIN.	2	TMS	YSM Financial Operations - BOOST	Subaward Management Overview	R	R	R	Same as Subrecipient Basics and Monitoring - Online
GRANT & CONT. ADMIN.	2	TMS	YCCI/Clinical Trials	Introduction to Clinical Research Resources at Yale	O	R	R	Clinical Research Training
GRANT & CONT. ADMIN.	2	TMS	Sponsored Projects Training	What Research Staff Need to Know About Spending Sponsored Projects Funds - Online	R	R	R
WORKDAY	1	Workday Financials	Cost Center Financial Analyst	Reporting	R	R	R	Accounting Manual
WORKDAY	1	Workday Financials	Cost Center Financial Analyst	Labor Suspense Review	R	R	R	Policy 3501 Payroll
WORKDAY	1	Workday Financials	Cost Center Financial Analyst	Using Expense Reports in Workday	R	R	R	Policy 3201 General Purchasing
WORKDAY	1	Workday Financials	Cost Center Financial Analyst	Expenses	R	R	R	Policy 3401 General Payment
WORKDAY	1	Workday Financials	Cost Center Financial Analyst	Grant Roles Hierarchy	R	R	R	Chart of Accounts (COA)
WORKDAY	1	Workday Financials	Cost Center Financial Analyst	View Award Event	R	R	R	Office of Sponsored Projects
WORKDAY	1	Workday Financials	Cost Center Financial Analyst	Award Budget and Authorized Amount Variance	R	R	R
WORKDAY	1	Workday Financials	Cost Center Financial Analyst	Create and Schedule Clinical Trial (Industry) Reports	R	R	R
WORKDAY	1	Workday Financials	Cost Center Financial Analyst	Award Closeout Activities	R	R	R
WORKDAY	1	Workday Financials	Cost Center Financial Analyst	Schedule Sponsored Financial Status Report	R	R	R
WORKDAY	1	Workday Financials	Cost Center P2P Inquiry	Where is my Order?	R	R	R	Procurement Toolkit
WORKDAY	1	Workday Financials	Cost Center P2P Inquiry	Procurement	R	R	R
WORKDAY	1	Workday Financials	Cost Center Payroll Details	Labor Suspense Review	R	R	R	Policy 3501 Payroll
WORKDAY	1	Workday Financials	Award Analyst	Office of Sponsored Projects	R	R	R	Policy 1301 Sponsored Projects Financial Reporting and Financial Closeout
WORKDAY	1	Workday Financials	Award Analyst	Office of Sponsored Projects	R	R	R	Procedure 1305 PR.02 Cost Transfers Involving Sponsored Projects
WORKDAY	1	Workday Financials	Award Analyst	Office of Sponsored Projects	R	R	R	Policy 1306 Cost Sharing on Sponsored Projects
WORKDAY	1	Workday Financials	Award Analyst	Office of Sponsored Projects	R	R	R	Policy 1307 Subrecipient - Establishing, Managing, and Monitoring
WORKDAY	1	Workday Financials	Award Analyst	Sponsored Awards	R	R	R	Policy 1308 Program Income Associated with Sponsored Projects
WORKDAY	1	Workday Financials	Award Analyst	Sponsored Awards	R	R	R	Policy 1311 Institutional Base Salary for Sponsored Projects
WORKDAY	1	Workday Financials	Award Analyst	Sponsored Awards	R	R	R	Policy 1405 Charging of Facilities and Administrative Type Expenses to Non-Federal Sponsored Projects
WORKDAY	1	Workday Financials	Award Analyst	Sponsored Awards	R	R	R
WORKDAY	1	Workday Learning	Workday Learner	Workday LMX for Learners	R	R	R	Introduction to Workday LMX
WORKDAY	1	Workday Learning	Workday Learner	Workday LMX for Learners	R	R	R	Workday LMX FAQs
WORKDAY	1	Workday Learning	Workday Learner	Workday LMX for Learners	R	R	R	Workday LMX Glossary
WORKDAY	1	Workday Learning	Workday Manager	Workday LMX for Managers	R	R	R	Same as the YSM Learner Training
WORKDAY	2	Workday Financials	Cost Center Accounting Adjustment Specialist	Cost Transfer Principles - Online (Recommended only, if not processing cost transfers)	M	M	M	Policy 1305 Cost Transfers Involving Sponsored Projects
WORKDAY	2	Workday Financials	Cost Center Accounting Adjustment Specialist	Accounting Adjustments	R	R	R	Procedure 1305 PR.02 Cost Transfers Involving Sponsored Projects
WORKDAY	2	Workday Financials	Cost Center AP Specialist	Create Supplier Invoice Request (Check Requests)	R	R	R	Procurement Toolkit
WORKDAY	2	Workday Financials	Cost Center AP Specialist	Create Supplier Request	R	R	R
WORKDAY	2	Workday Financials	Cost Center Budget Specialist	Create a Budget Amendment (Multi-Year Budget)	R	R	R
WORKDAY	2	Workday Financials	Cost Center Business Asset Tracking Specialist	Asset Management (MEI) for Business Offices	R	R	R	Policy 4209 Equipment
WORKDAY	2	Workday Financials	Cost Center Cash Sale Specialist	Record Cash Sale	R	R	R	Policy 2801 Depositing and Recording University Funds
WORKDAY	2	Workday Financials	Cost Center Cash Sale Specialist	Record Cash Sale	R	R	R	Accounting Manual (keyword: Record cash sale)
WORKDAY	2	Workday Financials	Cost Center Finance & Accounting Specialist	Cost Transfer Principles - Online (Recommended only, if not processing cost transfers)	M	M	M	Policy 1305 Cost Transfers Involving Sponsored Projects
WORKDAY	2	Workday Financials	Cost Center Finance & Accounting Specialist	Commitment Journals	R	R	R	Procedure 1305 PR.02 Cost Transfers Involving Sponsored Projects
WORKDAY	2	Workday Financials	Cost Center Finance & Accounting Specialist	Create a Spreadsheet Journal File (MFT)	R	R	R
WORKDAY	2	Workday Financials	Cost Center Finance & Accounting Specialist	Create Commitment Journal Entry	R	R	R
WORKDAY	2	Workday Financials	Cost Center Finance & Accounting Specialist	Create ISP Manual Journal Entry	R	R	R
WORKDAY	2	Workday Financials	Cost Center Finance & Accounting Specialist	Create Manual Journal Entry	R	R	R
WORKDAY	2	Workday Financials	Cost Center Finance & Accounting Specialist	Journal Import File Layout Template	R	R	R
WORKDAY	2	Workday Financials	Cost Center Finance & Accounting Specialist	Workday Journal Import File Quick Guide for ISP	R	R	R
WORKDAY	2	Workday Financials	Cost Center Finance & Accounting Specialist	Working with Journals	R	R	R
WORKDAY	2	Workday Financials	Cost Center Manager	Same as the Cost Center Finance & Accounting Specialist Role (Cost Transfer Principles - Online is optional)	O	R	R	Policy 1101 Guiding Principles for University Operations
WORKDAY	2	Workday Financials	Cost Center Manager	Same as the Cost Center Finance & Accounting Specialist Role (Cost Transfer Principles - Online is optional)	O	R	R	Procedure 1101 PR.03 Journal Entries
WORKDAY	2	Workday Financials	Cost Center P2P 1K Approver	Approver Actions	R	R	R	Policy 1101 Guiding Principles for University Operations
WORKDAY	2	Workday Financials	Cost Center P2P 1K Approver	Create Supplier Invoice Request (Check Requests)	R	R	R	Policy 3201 General Purchasing
WORKDAY	2	Workday Financials	Cost Center P2P 1K Approver	Create/Clear Spend Authorization	R	R	R	Policy 3301 Travel on University Business
WORKDAY	2	Workday Financials	Cost Center P2P 1K Approver	Grant Cost Sharing	R	R	R	Policy 3305 Expense Advances
WORKDAY	2	Workday Financials	Cost Center P2P 1K Approver	Prepare Expense Report as a Delegate	R	R	R	Policy 3401 General Payment
WORKDAY	2	Workday Financials	Cost Center P2P 1K Approver	Resolving Unexpensed Pcard Charges	R	R	R	Procedure 3401 PR.04 Submitting Invoices for Payment
WORKDAY	2	Workday Financials	Cost Center P2P 1K Approver	Supplier Accounts Match Exception and Override	R	R	R
WORKDAY	2	Workday Financials	Cost Center P2P 10K Approver	Same as the Cost Center P2P 1K Approver Role	O	R	R
WORKDAY	2	Workday Financials	Cost Center P2P Unlimited Approver	Same as the Cost Center P2P 1K Approver Role	N/A	R	R
WORKDAY	2	Workday Financials	Cost Center P2P PO Specialist	Change Purchase Order	R	R	R	Policy 3201 General Purchasing
WORKDAY	2	Workday Financials	Cost Center P2P Invoice Specialist	Invoice Date Outside of Grant Dates	R	O	O	Policy 3401 General Payment
WORKDAY	2	Workday Financials	Cost Center P2P Invoice Specialist	Sending Invoices Back to Accounts Payable	R	O	O	Procedure 3401 PR.04 Submitting Invoices for Payment
WORKDAY	2	Workday Financials	Cost Center P2P Invoice Specialist	Supplier Accounts Match Exception and Override	R	O	O
WORKDAY	2	Workday Financials	Cost Center Payroll Accounting Adjustment Specialist	Cost Transfer Principles - Online (Recommended only, if not processing cost transfers)	M	M	M	Policy 1305 Cost Transfers Involving Sponsored Projects
WORKDAY	2	Workday Financials	Cost Center Payroll Accounting Adjustment Specialist	Payroll Accounting Adjustments	R	R	R	Procedure 1305 PR.02 Cost Transfers Involving Sponsored Projects
WORKDAY	2	Workday Financials	Cost Center Payroll Costing Specialist	Assign Payroll Costing Allocation	R	R	R	Policy 3501 Payroll
WORKDAY	2	Workday Financials	Cost Center Payroll Costing Specialist	Assign Payroll Costing Allocation	R	R	R	Procedure 3501 PR.01 Payroll Costing
WORKDAY	2	Workday Financials	Cost Center Payroll Costing Specialist	Assign Payroll Costing Allocation	R	R	R	Accounting Manual (Keyword: Payroll Costing)
WORKDAY	2	Workday Financials	Cost Center Requisitioner	Create Requisition	R	O	O	Procurement Toolkit
WORKDAY	2	Workday Financials	Cost Center Requisitioner	Create Requisition: Capital Equipment	R	O	O
WORKDAY	2	Workday Financials	Cost Center Requisitioner	Create Requisition: Non-PO Contracts and Agreements	R	O	O
WORKDAY	2	Workday Financials	Cost Center Requisitioner	Manage Requisition Worktags Templates	R	O	O
WORKDAY	2	Workday Financials	Cost Center Requisitioner	Purchase Order: Close/Cancel	R	O	O
WORKDAY	2	Workday Financials	Cost Center Requisitioner	Save "Deliver-To" Locations to Favorites	R	O	O
WORKDAY	2	Workday Financials	Cost Center Requisitioner	SciQuest: Personal Favorites	R	O	O
WORKDAY	2	Workday Financials	Cost Center Requisitioner	View and Print Your Requisitions	R	O	O
WORKDAY	2	Workday Financials	Cost Center Requisitioner	Where is my Order?	R	O	O
WORKDAY	2	Workday Financials	Effort Certification Reviewer	Cost Transfer Principles - Online	M	M	M	Policy 1315 Effort Reporting: Certifying Eﬀort on Sponsored Projects
WORKDAY	2	Workday Financials	Effort Certification Reviewer	Principles of Effort	M	M	M	Principles of Effort: Ask the Expert
WORKDAY	2	Workday Financials	Effort Certification Reviewer	Assign Payroll Costing Allocation	M	M	M	Policy 1316 Effort Commitment: Managing Eﬀort Associated with Sponsored Projects
WORKDAY	2	Workday Financials	Effort Certification Reviewer	Payroll Accounting Adjustments	M	M	M
WORKDAY	2	Workday Financials	Effort Certification Reviewer	Effort Certification Work Area	M	M	M
WORKDAY	2	Workday Financials	Effort Certification Reviewer	Effort Certification For Certifiers	R	R	R
WORKDAY	2	Workday Financials	Effort Certification Reviewer	Effort Certification for Reviewers	M	M	M
WORKDAY	2	Workday Financials	Effort Certification Reviewer	Effort Certification Reporting	R	R	R
WORKDAY	2	Workday Financials	Effort Certification Analyst	Same as the Effort Certification Reviewer Role	R	R	R
WORKDAY	2	Workday Financials	Grant Budget Specialist	Create Grant Budget Amendment	R	R	R	Accounting Manual (keyword: Accounting for Grants)
WORKDAY	2	Workday Financials	Grant Manager	Cost Transfer Principles - Online	M	M	M	Same as the Award Analyst Role

YSM Training Reference Guide

Key

Group

Mandatory?

Prerequisites

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